Auto Aftermarket

Principal Sector Focus:

Accessories

Collision & Replacement Parts

Connected Car – infotainment, navigation, audio/video, connectivity

Dealerships

Dealership Technologies

Electronics

Heavy Duty

Performance

Notable Facts:

With four professionals dedicated to the Automotive Aftermarket industry, Cascadia Capital has built a leading industry practice that includes over 40 years of combined experience. Our group works with numerous owners of aftermarket businesses of which many are members of SEMA (Specialty Equipment Manufacturers Association), an association for the $31 billion Automotive Aftermarket industry with some 6,800 member companies.

Recent notable transactions include representing the sale of three long time SEMA member companies that are fixtures within the industry. These transactions include the sale of Pilot Automotive, a leading distributor of aftermarket accessories, parts and electronics, to Narrow Gauge Capital; the sale of Bully Dog Technologies to SCT, a marquee transaction in the aftermarket tuning software industry; and the sale of Rosen Electronics, a pioneer manufacturer of rear seat entertainment systems, to Audax Private Equity.

Notable Facts:

We have seven professionals at the firm involved in various aspects of our Business Services coverage. Our main focus and expertise within the sector is technology-enabled services models. We leverage the firm’s experience in positioning services companies for optimal value by demonstrating operating leverage, above-average industry margins, and competitive differentiation from more traditional commodity service providers.

Cascadia’s track record spans a range of M&A sell side, buy side and equity private placement mandates, leveraging our range of private equity investor and strategic buyer relationships in the various segments covered.

Notable transactions include the sale of Span Alaska Transportation to private equity firm Evergreen Pacific, the sale of AdReady to strategic buyer CPXi, the sale of Extended Results to strategic buyer Tibco, the buy side advisory work to assist AllOver Media in the acquisition of a competitor Intran, and the equity private placement for Xenon Arc.

Industry Case Study

Extended Results

Consumer & Retail

Principal Sector Focus:

Branded Food

Branded Beverage

Beauty Products & Services

Food & Beverage Manufacturing

Ecommerce

Experiential/Lifestyle Retail

Health & Wellness

Outdoor Sports

Pet Industry

Restaurants

Notable Facts:

We have 8 professionals with greater than 50 years of collective consumer investment banking experience that have completed over 40 transactions since the beginning of 2010 valued at over $1.5 billion in enterprise value, including ten capital markets transactions and 30 M&A advisory assignments.

Notable Deals:

Debt Capital Markets

Principal Sector Focus:

Asset-based loans

Cash flow loans

Second Liens

Mezzanine / Subordinated Debt

Venture Debt

Project Finance

Equipment Financing

Preferred & Common Equity

Notable Facts:

Cascadia’s Debt Group leverages the platform of a leading middle-market investment bank with decades of experience raising debt and equity capital, to provide clients with competitive debt solutions in a variety of situations. Our group has a track record of helping companies with a range of capital needs and at any stage of evolution. With deep relationships with over 350 bank and non-bank debt sources across the country, we offer the full range of debt products.

Notable recent transactions include the debt financing of SCI Solutions resulting in the acquisition of Clarity Health and the refinancing of Bensussen & Deutsch & Associates.

Senior Bankers:

Energy & Applied Technology

Principal Sector Focus:

Energy

Applied Technologies

Industrial Internet of Things

Intelligent Systems, Machines & Data

Energy Efficiency

Smart Grid

Water

Air

Environment

Storage

Advanced Materials

Industrial Technologies

Notable Facts:

We have Managing Directors with multiple decades of experience focused on this sector. This group pioneered energy technology investment banking and was at the forefront of the convergence, in earnest, of information technology into energy back in 2005. This team has completed dozens of transactions for clients and institutions across the globe over recent years and has built one of the most reputable practices focused on Energy & Applied Technology.

Notable Facts:

We have four professionals with over 80 years of investment banking and operating experience in Food & Agribusiness. Our target focus is on upstream companies in the industry, including the ecosystem of companies providing products and services to the sector.

Our view is that the Food & Agribusiness industry will continue to see secular growth and industry dynamics will continue to evolve. We expect increased consolidation, vertical integration from producer to consumer and the introduction of new technology.

Tech enabled Healthcare Services

Notable Facts:

The Healthcare & Digital Health industry is undergoing revolutionary changes in every major traditional sector. As the industry continues to reinvent itself, new trends have emerged, driven by consumers who are demanding higher quality care with cost transparency, integrated health information, and better provider access and communication. The solutions to these issues lie at the intersection of healthcare and technology, where innovation provides the opportunity for better, more accessible care at lower costs.

Cascadia’s team is perfectly primed to meet the growing needs of the industry’s players, leveraging vast experience coupled with a thorough understanding of the market. With over 40 years of collective expertise within the Healthcare & Digital Health sector, our team has originated and executed more than $1 billion of M&A and financing transactions. In the process, we’ve had the good fortune of working with some of the most well-recognized buyers and investors in the business.

Industry Case Study

Valant

Industrials

Principal Sector Focus:

Aerospace & Defense

Capital Goods

Construction & Building Materials

Industrial Services

Paper & Packaging

Specialty / Niche Manufacturing

Transportation & Logistics

Notable Facts:

We have six professionals at the firm that cover the Industrials sector. The core expertise in this sector is with companies that have a specialized defensible niche, proprietary technology or manufacturing process, or other intellectual property. Cascadia can leverage its experience in positioning these companies for optimal value by demonstrating a sustainable competitive advantage, above-average industry margins and competitive differentiation from low-cost overseas competitors or other more traditional commodity manufacturing companies.

Notable transactions include the sale of Pac Paper to a strategic buyer Packaging Dynamics, the sale of Trojan Litho to private equity firm Arbor Investments, and the sale of Pro-Fab to strategic buyer Omada International.

Industry Case Study

Watkins & Shepard

Real Estate

Principal Sector Focus:

Hospitality

Multifamily

Retail

Office

Industrial

Land

Commercial

Notable Facts:

Cascadia Capital’s Real Estate group draws upon decades of capital market and industry expertise in the real estate category. which provides for truly effective, client driven and product agnostic advice. The group is very active across a variety of product areas – corporate finance and M&A related (as further outlined below) –for clients across the globe.

Notable Facts:

We have seven professionals with over 80 years of collective experience in M&A and Financing transactions within the Technology and Media sectors, and extensive prior operational and corporate development expertise.